2024 Annual Letter
Financial Planning
Dec 23, 2024
As advisors, we have an important job. We’re honored by the trust you’ve put in us and take our...
Community
Jul 24, 2024
Community
Jul 24, 2024
Our latest conversation is the first “Community Spotlight” episode of 2024, highlighting the Cody Barrasse Foundation. While the goal...
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Investment Management
Jul 16, 2024
Investment Management
Jul 16, 2024
We recently sat down with Callie Cox, Chief Market Strategist at Ritholtz Wealth Management. Before starting that role, Callie...
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Investment Management
Jul 10, 2024
Investment Management
Jul 10, 2024
There are many factors to consider when choosing a financial advisor. One important thing that doesn’t always come to...
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Financial Planning
Jun 26, 2024
Financial Planning
Jun 26, 2024
We often receive questions from clients about whether they should have a trust. While the reasons vary, they most...
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Investment Management
Jun 11, 2024
Investment Management
Jun 11, 2024
Recently, members of our team sat down to have a conversation about the importance of having an Investment Policy...
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Financial Planning
Jun 06, 2024
Financial Planning
Jun 06, 2024
“Should I move it into a Roth?” That question is posed to us quite often. Roth IRA’s have gained in popularity...
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